How Benchmark's Kevin Kelly Is Playing Equinix

Kevin Kelly from Benchmark Investments discusses recent market trends, focusing on economic data, tariffs, and their impact on sectors like tech and industrials. He highlights the options market's signals and analyzes market indicators like the VIX. Kelly also shares a trade strategy involving Equinix, emphasizing its defensive nature and dividend benefits.

What was a major concern discussed in the first section regarding the economic data?

• Margin pressures due to tariffs

• Decrease in unemployment rates

• Increase in consumer spending

• Growth in the tech sector

In the options market, which sector showed a worrisome signal due to a high number of puts being traded?

• Healthcare

• Consumer Discretionary

• Technology

• Industrials

What was the primary reason for the sell-off in the industrial sector?

• High consumer demand

• Light profit taking

• Heavy profit taking

• Increased government spending

What is the significance of the VIX and skew index in market analysis?

• They predict economic growth

• They track employment rates

• They indicate potential market sell-offs

• They measure consumer confidence

What is the recommended strategy for investing in Equinix according to the final section?

• Invest in it as a defensive tech play

• Short sell the stock

• Avoid due to high volatility

• Buy and hold for long-term growth